Investment services for every step of the way.

Fiduciary Services — Acting in Your Best Interests, Every Time

Through Cadence Bank and its affiliates, including Linscomb & Williams and Cadence Trust, we offer fiduciary services that include financial planning, retirement services, and trust and investment management delivered by seasoned advisors.* We uphold the highest professional standards, assessing your unique needs , time horizons and risk tolerance in developing plans that work to secure your financial future and the future of those you care about.

A fiduciary advisor is a person to whom property or power is entrusted for the benefit of another. These advisors counsel clients regarding investments and related financial matters with your best interests in mind.

Learn more about the role a fiduciary advisor plays:

The Fiduciary Role

Contact a Wealth Services Specialist Today
800-395-8890
What Keeps You Up At Night

What Keeps You Up At Night

Real Cadence customers talk about their business challenges

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Your Life. Your Plan.

Your Life. Your Plan.

A personalized approach to your financial goals.

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